HWAZX Mutual Fund

HWAZX Mutual Fund

NAV$47.20
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Returns Overview

1 Month
-2.89%
3 Months
+6.38%
6 Months
+6.33%
YTD
+6.12%
1 Year
+13.82%
3 Years (annualized)
+15.48%
5 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWAZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+9.49%
vs Peers
-3.36%

HWAZX Mutual Fund Performance

HWAZX performance across multiple time periods: 1-month -2.89%, YTD 6.12%, 1-year 13.82%, 3-year 15.48%, 5-year 11.23%.

HWAZX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

HWAZX performance comparison shows side-by-side returns with another fund. HWAZX alternatives are available in the Mutual Fund Screener.